Who Can it Be Now? Prospect Identification without Alumni

Presenter: Randy Bunney, The Nature Conservancy, Kimberly Allen Snyder, Excelsior Bay Group
Year: 2012
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 2: Prospect Research Essentials, Level I & Level II 
  • Competency 4: Utilizing Research Resources, Level I & Level II 
  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level I & Level II 
  • Competency 6: Prospect Interests and Networks/Relationships, Level I & Level II 
  • Competency 7: Screenings, Level II
  • Competency 8: Research Checklist and Written and Verbal Skills, Level II 


Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels: 

  • Competency 2: Project Management, Level I
  • Competency 3: Data Manipulation Skills, Level I
  • Competency 4: Statistical Techniques and Competencies, Level I

This session will discuss the challenges of identifying prospects for qualification in the healthcare, membership or cause-related non-profit environments. Unlike education, these organizations have particular challenges for new prospect/donor acquisition, but there is ample opportunity to grow your prospect base. In this presentation, participants will learn to identify the various sources of new prospects for your organization. It also review how to use wealth screening and other analytic techniques to highlight prospects of importance. The presenter will stress consistency of process and quick and timely communication of newly identified prospect information to gift officers for further qualification. 

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